Carl Greene
Carl Greene is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Ellijay, GA, with 23 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Ellijay, GA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Carl owns rental real estate, is an owner/branch manager of Pax Wealth Group (taking about 10-20% of his time), and is involved with St. Paul's Episcopal Church and The Chattery, dedicating minimal time to each.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
Edward JonesBroker
State Registrations18 states
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